Broker Check

Bright Futures Wealth Management

About Bright Futures Wealth Management:

Being an independent investment executive means that I have the flexibility and freedom to put you at the core of my business. I have the autonomy to decide which teams of people I work with to offer you the best service possible. These people offer me the resources I need to offer you a financial solution that fits your personal needs. I have had the privilege to partner with Bright Futures Wealth Management and I would like you to know more about my decision to work with them.  

My Outside Registered Advising Firm: Bright Futures:

Bright Futures Wealth Management, LLC (BFWM) is an SEC Registered Investment Advisory (RIA) located in Webster, NY. Bright Futures operates as an RIA focused on delivering personalized, client-centered service to the advisors that they work with. Providing services in wealth management, retirement planning, and financial planning, Bright Futures Wealth Management allows the client to pick the scope of the relationship based on what the client desires. The client’s financial goals and concerns are at the forefront of the decision-making process.

You can learn more about Bright Future Wealth Management at: Our Vision Mission & Values : Bright Futures (

Our Custodian: Charles Schwab

As an Investment Executive, it is our responsibility to oversee and facilitate any trading that converts your money into invested assets. Those assets are held by a custodian. Working with Bright Futures Wealth Management allows us to partner with Charles Schwab as custodian for your assets.

Charles Schwab recently merged with TD Ameritrade Institutional over Labor Day weekend 2023. If you have any questions, please reach out. We will be here to guide you through the process and educate you on the new services that Charles Schwab provides.

My Most Important Connection: With You:

While the teams that I work with play an important role in serving your needs, the most important relationship I have is certainly with you. You are the priority when making decisions about who I utilize. At Arabella Wealth, we are regularly reviewing who we work with and whether they are the best team to be working with. These team relationships are analyzed at least on an annual basis. I work with Bright Futures Wealth Management to give you, the client, the broadest options about your investment decisions. If you’d like more information about Bright Futures Wealth Management and my partnership with them, please don’t hesitate to ask. I want you to feel confident that you understand our relationship with Bright Futures and how we work with and through them.